Financial advice should help you keep more of what you build.
Your whole financial life, coordinated
Financial planning is still too fragmented. Taxes sit with one person, investments with another, equity decisions in a spreadsheet, and the full picture rarely comes together before a major decision.
Nino combines software with a dedicated CPA and CFP team, so planning across taxes, investments, equity, real estate, and cash feels coordinated instead of reactive.
We started tackling coordination problems like this at CoinTracker, where our team helped 3M+ people make sense of their crypto taxes. Nino extends that same approach to the rest of your financial life.
Our goal is simple: make sophisticated financial advice more accessible, more proactive, and easier to act on.
What we believe
The principles that shape how we work with your money.
Flat fees, never a percentage
You pay one flat annual fee, not a slice of your assets. Your cost stays predictable as your net worth grows, and the advice is never tied to how much you invest.
Proactive, not reactive
We plan before the decision, not after it. Your team models the tax and cash impact of a vesting, a home purchase, or a liquidity event while you can still change the outcome.
One coordinated team
A dedicated CPA and CFP work from the same plan and the same software, so your taxes, investments, equity, and cash are handled together instead of in four separate conversations.
Built for real complexity
Nino is built for personal finances that have outgrown a simple setup. Multi-state taxes, investments, real estate, equity compensation, and crypto are strengths we plan for every day.
The people behind your plan
Jon Lerner
CEO & Co-Founder
KMKenan Mesic
Engineering & Product Lead
VTVera Tzoneva
GTM Lead
SCShehan Chandrasekera, CPA
Head of Tax Strategy
WWWarren Wu, CPA
Nino Tax Lead
LLLevi Larsen, CFP
Financial Planning Lead
GCGarrett Cahill
Sales
VCVicki Chen
Design
ACAnusha Chillara
Engineering
DMDylan Melotik
Engineering
LALeo Antelyes
Engineering
JJJulian Jacobs
Engineering
NNino
Advisor
Backed by leading investors
Put a dedicated team behind your money
Book a free 25-minute demo. You'll leave with a clearer read on where you stand and one concrete way to save or earn more.
Book a demo